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Finance service specialist vs business banker

The differences between finance service specialists and business bankers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance service specialist and a business banker. Additionally, a business banker has an average salary of $69,423, which is higher than the $40,415 average annual salary of a finance service specialist.

The top three skills for a finance service specialist include excellent interpersonal, mutual funds and customer service. The most important skills for a business banker are customer service, financial products, and financial services.

Finance service specialist vs business banker overview

Finance Service SpecialistBusiness Banker
Yearly salary$40,415$69,423
Hourly rate$19.43$33.38
Growth rate10%10%
Number of jobs131,50970,054
Job satisfaction--
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 66%
Average age4343
Years of experience44

What does a finance service specialist do?

A financial service specialist is responsible for determining the clients' financial needs by assessing their account profiles and financial performance. Financial service specialists sell insurance services and other financial instruments based on clients' specifications and risk appetite. They also review stock trends and market stability to create financial forecasting and modify investment plans for the clients. A financial service specialist must have excellent communication and analytical skills, especially in discussing options to the clients to achieve their long-term goals and objectives.

What does a business banker do?

A business banker is an individual who collaborates with other bank coworkers to help business customers meet their specific banking needs. Business bankers must sell a variety of banking products and services such as business deposit accounts, treasury management, and business credit cards. They are required to maintain consistent communication with their clients through outbound calls and personal onsite visits. Business bankers must also devise and modify loan schemes depending on the market requirements as well as study the schemes offered by competitors.

Finance service specialist vs business banker salary

Finance service specialists and business bankers have different pay scales, as shown below.

Finance Service SpecialistBusiness Banker
Average salary$40,415$69,423
Salary rangeBetween $27,000 And $60,000Between $39,000 And $121,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyCravath-
Best paying industryReal Estate-

Differences between finance service specialist and business banker education

There are a few differences between a finance service specialist and a business banker in terms of educational background:

Finance Service SpecialistBusiness Banker
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance service specialist vs business banker demographics

Here are the differences between finance service specialists' and business bankers' demographics:

Finance Service SpecialistBusiness Banker
Average age4343
Gender ratioMale, 36.4% Female, 63.6%Male, 63.3% Female, 36.7%
Race ratioBlack or African American, 5.9% Unknown, 4.2% Hispanic or Latino, 12.5% Asian, 10.1% White, 67.2% American Indian and Alaska Native, 0.2%Black or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.1% Asian, 12.1% White, 67.1% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between finance service specialist and business banker duties and responsibilities

Finance service specialist example responsibilities.

  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Design and prepare PowerPoint presentations for briefing university staff and faculty on matters pertaining to the university's financial aid administration.
  • Open new accounts, including IRAs, CDs, checking, savings, and money market accounts.

Business banker example responsibilities.

  • Facilitate the origination process; manage re-looks with corporate small business lending group.
  • Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
  • Develop relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
  • Collaborate regularly with business partners to ensure optimal productivity and identify cross-selling opportunities for stock/mutual funds and life insurances.
  • Develop business relationships and provide financial advisory skills for business owners seeking depository accounts, notary services and lines of credit.
  • Analyze collateral, such as property, securities and business assets to ensure sufficient loan coverage.
  • Show more

Finance service specialist vs business banker skills

Common finance service specialist skills
  • Excellent Interpersonal, 24%
  • Mutual Funds, 15%
  • Customer Service, 7%
  • Patients, 7%
  • Financial Services, 5%
  • Loan Applications, 4%
Common business banker skills
  • Customer Service, 7%
  • Financial Products, 7%
  • Financial Services, 7%
  • Financial Statements, 6%
  • Business Development, 5%
  • Cash Flow Analysis, 5%